Marshall Financial Group (Pennsylvania)’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5M | Sell |
41,387
-3,344
| -7% | -$1.9M | 7.04% | 5 |
|
|
2025
Q1 | $23M | Buy |
44,731
+9,670
| +28% | +$4.97M | 7.23% | 5 |
|
|
2024
Q4 | $18.9M | Buy |
35,061
+35
| +0.1% | +$18.9K | 5.77% | 7 |
|
|
2024
Q3 | $18.5M | Buy |
35,026
+1,233
| +4% | +$651K | 5.58% | 9 |
|
|
2024
Q2 | $16.9M | Buy |
33,793
+654
| +2% | +$327K | 5.48% | 9 |
|
|
2024
Q1 | $15.9M | Sell |
33,139
-606
| -2% | -$291K | 5.25% | 10 |
|
|
2023
Q4 | $14.7M | Buy |
33,745
+943
| +3% | +$412K | 5.26% | 10 |
|
|
2023
Q3 | $12.9M | Sell |
32,802
-1,228
| -4% | -$482K | 5.25% | 10 |
|
|
2023
Q2 | $13.9M | Buy |
34,030
+1,452
| +4% | +$591K | 5.31% | 10 |
|
|
2023
Q1 | $12.3M | Buy |
32,578
+407
| +1% | +$153K | 4.98% | 10 |
|
|
2022
Q4 | $11.3M | Buy |
32,171
+2,418
| +8% | +$850K | 4.86% | 10 |
|
|
2022
Q3 | $9.77M | Buy |
29,753
+1,289
| +5% | +$423K | 4.62% | 10 |
|
|
2022
Q2 | $9.87M | Buy |
28,464
+4,196
| +17% | +$1.46M | 4.49% | 11 |
|
|
2022
Q1 | $10.1M | Buy |
24,268
+3,714
| +18% | +$1.54M | 4.02% | 11 |
|
|
2021
Q4 | $8.97M | Buy |
20,554
+681
| +3% | +$297K | 3.48% | 12 |
|
|
2021
Q3 | $7.84M | Buy |
19,873
+945
| +5% | +$373K | 3.3% | 13 |
|
|
2021
Q2 | $7.45M | Buy |
18,928
+272
| +1% | +$107K | 3.17% | 13 |
|
|
2021
Q1 | $6.8M | Buy |
18,656
+3,161
| +20% | +$1.15M | 3.09% | 13 |
|
|
2020
Q4 | $5.33M | Buy |
15,495
+3,384
| +28% | +$1.16M | 2.61% | 13 |
|
|
2020
Q3 | $3.73M | Buy |
12,111
+1,872
| +18% | +$576K | 2.2% | 14 |
|
|
2020
Q2 | $2.9M | Sell |
10,239
-524
| -5% | -$149K | 1.93% | 14 |
|
|
2020
Q1 | $2.55M | Buy |
10,763
+4,787
| +80% | +$1.13M | 2.06% | 13 |
|
|
2019
Q4 | $1.77M | Buy |
5,976
+1,287
| +27% | +$381K | 1.19% | 17 |
|
|
2019
Q3 | $1.28M | Buy |
4,689
+288
| +7% | +$78.5K | 0.97% | 19 |
|
|
2019
Q2 | $1.19M | Hold |
4,401
| – | – | 0.9% | 21 |
|
|
2019
Q1 | $1.14M | Buy |
4,401
+7
| +0.2% | +$1.82K | 0.93% | 19 |
|
|
2018
Q4 | $1.01M | Buy |
+4,394
| New | +$1.01M | 0.96% | 20 |
|